MAM

McLean Asset Management Portfolio holdings

AUM $485M
1-Year Est. Return 14.8%
This Quarter Est. Return
1 Year Est. Return
+14.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$303M
AUM Growth
-$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$6.4M
2
+$2.33M
3
+$1.63M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$1.53M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.33M

Top Sells

1
+$704K
2
+$650K
3
+$582K
4
FUL icon
H.B. Fuller
FUL
+$482K
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$480K

Sector Composition

1 Technology 10.82%
2 Financials 3.83%
3 Healthcare 2.39%
4 Consumer Discretionary 1.81%
5 Communication Services 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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